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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,159 | $60,305+51.2% | $81,780+11.5% | $74,400+22.5% |
| Participation rate | 53.4% | 62.9%-9.5pp | 72.4%-19.0pp | 67.2%-13.8pp |
| Annual return | 8.73% | 16.89%-8.2pp | 776.27%-767.5pp | 1367.51%-1358.8pp |
| Employer contribution / active EE | $524 | $2,623-80.0% | $2,914-82.0% | $2,624-80.0% |
| Participant deferral / active EE | $3,443 | $3,390+1.6% | $4,321-20.3% | $4,348-20.8% |
| Admin fee / account holder | $6,182 | $1,484+316.6% | $7,384-16.3% | $1,944+218.1% |